❓ Prompt
Summarize the following content in 5 bullet points, include 5 quotes, 5 ways to apply it.Title: "AI Voice \u0026 Chat OS"Transcript: "(00:01) check it out we're going to run through the AI phone and chat operating system the AI voice and Bot OS uh this is backed by $125,000 in R generated in one month a month after we had turned this on it's also booked 800 uh appointments to date and this is also pretty much as done for you as it gets I'm going to show you um and walk you through how it's connected to our we site it's also um good for you to know that everything I'm going to show you is inside the Academy training scroll down to the bottom because this will be a (00:39) high level overview uh and everything that you would need to do to Simply turn this on um is Click by click okay uh inside of our training and then you have these pre-built workflows that we have proven out um which includes really simple ones um where you're going to be able to drip in your contacts and call them um this might look robust however I believe you're just changing like one thing in this whole automation um that is the AI message um Automation and then your forms and I'll also be showing you real (01:24) briefly The Voice operating system dashboard and so this is perfect for those of you who um really have lists and uh maybe even have some team members doing calls and uh or you just want to start utilizing latest technology um and start to call your contacts whether they're customers or leads right I'll show you how this all works um we've used it in these ways okay so the ways we use it is instant form form slads funnel and website forms or chat widgets uploading lists or inbound calls slash somebody calling your company number um (02:11) if you want to hear what it sounds like I will just really quickly show you um I'm not sure GNA be able to hear that um exactly on this recording um but it's very it's humanik we have had 100% positive sentiment um I don't know if that's 100% true but uh I was just looking at some stats and it said 100% but I can't 100% take everything at uh what the the data is and so it's it's done really really really well I can tell you that much and you'll see that uh when you have your lists come in right you're uploading (02:52) them into your contacts and we've used it in these ways leads New Leads qualify book and confirm and old leads where we're going to follow up and reactivate okay and customers current customers welcoming them educating them reminding them to do specific actions and past customers whether it's reselling upselling down selling cross selling booking support calls um reactivating we're using it in all ways and so uh these 800 appointments came from instant form ads somebody filled out a form they were then asked to book on the calendar (03:31) and most people don't do that and so it was actually a follow-up automation uh where we called them and got them to schedule and you'll see um what that looks like here in a minute because I'm going to walk you through the AI automations which we have the outbound call right this is for people that are um they could in this in this case it's just it's triggered by a tag Okay so they could have submitted a form they could have just been tagged from your contacts view um they could have called your your company your number right and then (04:15) you're calling them right we have our call booked plus follow-up time call plus book plus follow-up and call back time given in this exact automation um we're calling I I believe we're calling two times times a day um it's absolutely incredible you're going to be able to save so much time so much money we worked with a company that um had uh employees calling and so we noticed that a lot of phones go to voicemail um and we also noticed that we can do serious volumes of calls to book appointments and we also noticed that (04:56) people are typically at work or they're in their car or they're doing something and they say hey call me back at 3 p.m. call me back at 5:00 P p.m. and in this automation the uh we're picking up on that and we're calling it's automatically putting it on the calendar automatically calling back at that time right uh everything is recorded contacts are automatically updated um everything's pushed to your pipelines and yeah it's pretty awesome so this one we're qualifying booking and and booking an iners appointment and this one it's just New (05:31) Leads right so um I use it in every way I possibly can I think it's absolutely awesome and the feedback that I get is I cannot believe that was an AI voice um again of course you have your AI message Chat someone customer or lead replies you can Bo and pick it up right I've used this personally to right in my Instagram DMS book a call that ended up turning into a client that ended up paying $3,000 a month month for five months uh for a project um on OS actually so you can have this hooked up it's it's in any reply channel so I mainly use it (06:14) for leads because um I like our little support chat widget in the bottom right for support uh looks crazy again there's like literally three things that you can click to customize it after adding your FAQs right that's all inside of your um Academy so Academy training um the AI bot and message bot is located in the top right this is where you're going to be able to watch that video fill in your um your FAQs and then uh the AI voice it's for our Platinum accounts and so you got to request it unless you have a platinum (06:51) account it'll actually show up on the bottom right our bottom leftand corner it's our voice AI um both of these are plugins right now um that we have vetted and have used and proven out um they're different uh than anything else out there because we notice that the bot has more capabilities is actually better and the voice is proven already to book a ton of appointments and so um we then really got to understand where are people coming in and what's the objective are they booking a call with you are they coming in from a form (07:26) or web page or a widget are you just uploading lists are they coming in from your ads or your your DM automations um where are they coming in and then what is your objective do you want to book a call do you want to just congratulate them do you want to um confirm an appointment that they're going to show up to an employment um do you want to uh check in whatever it is you're mainly just doing it where your leads and your customers you're calling your new leads calling your old leads and reacting activating them and then you (08:01) have your nurture educate and uh your current and past customers really the way I look at it and then yeah it's it's pretty freaking awesome so we have it so that you have your trainings let me come over here right chat messages outbound calls call back time given qualify and book in person appointment recordings right that you have this is all it is again it's all pre-built and you're only clicking a couple different things to change it and it's inside of your training we also give you the prompts we give you the (08:38) um yeah we give you we give you the prompts for The Voice um if you're a partner with us on OS we have we will deploy a done for you already voice agent into your account so it's already loaded with all the FAQs um and everything they need it needs to know about uh OS so that's pretty cool and yeah I'm I really think that you just got to sit with how you are planning to use this in your business right and so I like using it in every way possible right now but it's a really fun thing to be curious about it's really simple to turn on you know my (09:16) team I've I've asked them multiple times we have some Specialists on the team you know it's 30 minutes 15 30 minutes to set up the AI voice it's 1530 minutes to set up the AI message chat bot um it's then just being open-minded to being able to improve upon the foundations that you set um I love it because what what I what I actually really love most about it is is the results that we ended up getting um and with it before releasing this out because one it's it does come down to your business and the problem that (09:53) you're solving in this case we were working with a dentist um and we were able to they have that's a hair on fire problem that's very tangible problem very tangible result someone's tooth hurts they need to get a cavity fixed they need to get veneers they need to get their teeth whitened like that is a tangible problem there is not a ton of Education that needs to go into that and there's not like a ton of [Music] um you know there's yeah you don't have to like convince somebody that they need to get their uh their tooth fixed and so (10:29) it made it a lot easier and so some of these things may or may not work just because of like the problem that you're solving or your offer or your business um I just say that because uh they might need more you might need to have a t more tangible result um or problem that you're solving uh to get some of these volumes of results it's never really the system I've found it's never really the people it's most likely the offer uh the problem that you're solving uh and the way that leads are coming in and I just (11:02) wanted to share that just so we're on the same page as we deploy this um system together and of course my team can do this for you we have pre-built AI kits where we can turn this live for you no problem um just in case you want to delegate I always had a team always delegate it's not this is not something that I'm saying this is really just if you want to do it faster and easier um yeah that's the way to do it so in this case we're just calling we call two times a day for five days and we move them down the opportunity pipeline as (11:38) well so you have your opportunity Pipeline with your uh leads they opt in right and they're moving down we're scoring them as well and oh my favorite part about this was someone would come in from ads right they wouldn't book on the calendar we would then text them and email them every day for 5 days and what we noticed is that people would respond to the texts like very pretty pretty much all the time and the bot would pick that up the message chat bot the message Chat and it would have the conversation and then it would book the appointment (12:15) on the calendar and then we would call with the AI voice to confirm that appointment on the calendar and then when the um the basically the sales rep you know Clos the in-person appointment we would call leading up to confirm the appointment and we would text as well uh to make sure that they were going to show up and so it's nearly impossible to do this many automated touch points uh without an operating system like this and it's nearly impossible for any one person or any team to be able to do um this many automated touch points it gets (12:48) into the thousands uh per month across all of your leads and so sometimes we're really hard on our teams when we don't need to be that hard on our teams because it's really just giving them uh helping them with the power of AI and automations and so the training videos will help you turn it live our team is absolutely uh thrilled that you're ready to turn this live um and when you are we're here to support you and so or do it for you I hope that this gives you enough of an idea of how this all kind of works together and what's in here and (13:20) we're going to continue to go deeper inside of these uh inside of these videos and these trainings to um yeah really have you become an AI powered um company all right I'll see you in another video peace"
💬 Answer
✅ Summary of "AI Voice & Chat OS"
🔑 5 Big Takeaways:
- Automated AI voice & chat tools are booking hundreds of appointments and generating serious revenue
“Backed by $125,000 in revenue in one month... and booked 800 appointments to date.”
- It's built for real-world execution with done-for-you workflows and plug-and-play simplicity
“It’s pretty much as done-for-you as it gets... you’re just changing like one thing in this whole automation.”
- Covers every phase of lead and customer engagement: from lead gen to reactivation to resell
“New leads, old leads, customers, past customers... reactivating, upselling, support—all automated.”
- AI Voice + Message Bots can run multi-touch campaigns that most humans or teams can’t match
“Nearly impossible to do this many automated touch points without an operating system like this.”
- Your offer and the clarity of the problem you're solving matter more than the tech itself
“It’s never really the system... it’s most likely the offer and the way that leads are coming in.”
🔁 5 Ways to Apply This System
- Activate it in 30 minutes→ Use their pre-built workflows and simply customize your AI voice/message prompts and forms.
- Use across the full lifecycle→ Upload lead lists, connect forms/ads, and set up automated follow-ups for booking and reactivations.
- Qualify leads hands-free→ Let the AI voice call and qualify leads, collect responses, schedule meetings, and push into your CRM.
- Re-engage old or cold leads→ Use reactivation workflows to reach out to past customers and lost leads via voice/text automations.
- Stack daily touch points across channels→ Text, email, call, DM—all synced to trigger workflows and keep leads warm and moving.
🧠 5 Key Quotes to Remember
- “Everything I’m going to show you is click-by-click inside the Academy training.”
- “It’s a tangible problem and a tangible result—no need to educate or convince.”
- “We call two times a day for five days, moving leads down the pipeline automatically.”
- “The feedback I get is ‘I can’t believe that was an AI voice.’”
- “We’ve seen thousands of automated touchpoints per month—no team could manually match it.”
Would you like a visual version of this breakdown or a 1-page SOP-style PDF summary?
❓ Prompt
give me the big steps
💬 Answer
Here are the big steps to implement the AI Voice & Chat OS system effectively:
🚀 The Big Steps to Launch AI Voice & Chat OS
- 🔌 Connect Your Entry Points
- Integrate with instant form ads, funnels, website forms, chat widgets, or upload lead lists.
- Map where leads are coming from (ads, DMs, forms, inbound calls).
- ⚙️ Customize Pre-Built Automations
- Use plug-and-play workflows: outbound calls, follow-ups, chat replies.
- Only tweak the AI message, FAQ, or response prompts—everything else is prebuilt.
- 📞 Set Up the Voice OS
- Turn on the AI voice agent (Platinum accounts or by request).
- Configure call cadence (e.g., 2x per day for 5 days), callback logic, and calendar sync.
- 💬 Set Up the Chat OS
- Load the AI message bot with FAQs.
- Activate it for DM replies, inbound chats, or support widget interactions.
- 📅 Automate Follow-Up Sequences
- Text and email daily for 5 days if a lead doesn’t book.
- AI bot continues conversation, books call, then AI voice confirms it.
- 📈 Push to CRM + Pipeline
- All interactions are logged, contacts updated, and appointments pushed into pipeline stages.
- Optionally score leads based on interaction and move them through the journey.
- 🧪 Test + Optimize for Your Offer
- Deploy first with a high-pain problem (e.g., dentist, urgent service).
- Tweak based on lead type, timing, and result pattern.
- 🧠 Delegate or DIY
- Either activate with your team in 15–30 minutes or have the OS team do it for you.
- Use partner kits to launch faster with pre-built voice agents.
Want this in checklist format or visual workflow form next?
❓ Prompt
0:00check it out this video is going to walk0:03you through how to onboard your clients0:06automatically Grant access to your0:08courses Grant access to your groups0:11really bringing in your customers in a0:13way and which gives them the right0:17experience they deserve so that they0:20continue to refer you new business they0:22retain for longer they become raving0:23fans all of this is backed by a thousand0:26plus customers that I've run through0:27these automations and my favorite part0:30about this is that this used to be in a0:33bunch of different tools and platforms0:36and now it's all in one it's all0:37integrated it's inside of your operating0:39system it's actually all pre-built so0:42everything I walk you through and show0:43you on my screen it's all pre-built from0:45the0:46automations right to the funnel pages to0:52the message templates as well it's all0:55inside of your operating system and I've0:59tried cracked this code for so long uh1:02and it's so great to now have it all in1:04one spot and I used to you know use zier1:09and I used to zap over the tasks and the1:13the notifications to my Monday or my1:16Trello or my clickup or my assana and1:18now it's all in one spot I'm able to1:22even manage my clients tasks and1:24projects here as well as even speak with1:27them through our uh Team chat because it1:29can connects to uh their accounts and so1:34I'm going to keep this video brief I1:35just want to pass off to you the way I1:38look at the operating system as well as1:40how it's all integrated together and1:42pretty much pre-built for you and1:44so1:46um we are gonna waste no time and dive1:49right into it we have our payments here1:51so someone if you send an invoice or1:52they um you send a payment link or you1:56have a checkout page maybe for a course1:58or for a a client2:00or maybe you're even using the2:02marketplace or a store feature that we2:04have uh like an e-commerce store um2:08someone's going to check out they're
2:09going to invest in your your products2:11and services right and they're going to2:13be able to be dropped into an Automation2:16and in the2:17automation um we have a setup so that2:20you can they're tagged they're added to2:22your pipelines you're2:25notified um and they're reminded and2:29congratulated AC Ross these channels if2:30you want uh and of course you're able to2:33talk to them inside of your message2:34inbox and have conversations with them2:38and you know when someone checks out2:41right they let's just take for example2:44the new clients2:46one um again this could look like a lot2:49however it's all pre-built and there's2:51the only things that you really need to2:52change is maybe the names of your tags2:53or wherever we have an X um and your2:58messages that you uh are sending out to3:00your your new customers and so in this3:02example we have the new clients3:05automation right let's say you're3:06providing a I'm just going to use an3:08example of my own personal stuff it's3:09like I've had I've done agency work for3:11many years uh someone invests let's say3:14$5,000 or $3,000 or $1,000 with you um3:19they get3:20tagged right they then get uh sent the3:25link to book an onboarding call with you3:27right we have the onboarding call and3:29the group call calendars you're running3:31group calls as well uh pre-built out3:33they fill out a little3:35form um which maybe could tell you a3:38little bit more about their3:40goals um maybe even where they came from3:43that's hooked up to the onboarding3:44calendar3:46and you may even want to create a task3:49right for either yourself or one of your3:51team3:51members uh to let them know that there's3:54a specific set of actions that they need3:55to complete uh you can either create3:57tasks or you can create a little project3:59card uh in your project management4:00boards and then again your project
4:03manage project management boards and4:05your team chat connect with your client4:07accounts4:09um so that they can either request you4:11projects or you can show them um what4:14stage of their um you know where they're4:18at in terms of what they invested in and4:20so automations are pre-built they4:24message they remind they get um your new4:27customers to take the next action and4:29next St with you um and we have them4:31built out for clients for course sales4:33for nurturing your course sales for your4:36community group for your failed payments4:38um your community group's pretty awesome4:41um it's very similar to school I4:44absolutely love it we're using it here4:47and uh your courses as well they are4:50just like kajabi if you ever used kajabi4:52and I I say that because we can also4:54instantly import from kajabi just in4:55case you didn't know and all the4:57automations are pre-built with all of4:59the um all the messages right your texts5:02your whatsapps well we can't create5:04WhatsApp templates but you can message5:05on WhatsApp texts5:08emails um emails texts right reminding5:12you see here reminding that their calls5:15been booked when they have their5:17onboarding call um you can even add your5:20contracts if you want people to sign5:22contracts um with you for your business5:24as well uh you can also add that into5:28your onboarding flow so come into the5:31automation we even um have it set up so5:34that they go into your new client's5:36pipeline so you know what stage your5:38clients are at if they schedule a call5:40it'll move over and same with your your5:43group slash courses customers if you5:46wanted to know what stage they're at as5:49well and then of course we have our5:51contacts and our smart lists and so it's5:55all connected from when they check out5:56they get dropped into an automation they5:58get their reminders and notific5:59ifications you can remind yourself or6:01you can also notify yourself you have6:04these pre-built
6:05automations as well and you can create6:09your tasks and projects and6:11so um the way I look at it is you want6:14to first come over to your funnels click6:18on new funnel uh probably from6:22templates and selecting a checkout page6:26right checkout template these are all6:27proven pre-built out for you you can6:29select it and then click continue and6:31it'll populate and then you have um6:36you're going to want to6:38connect uh your payments to that so6:42you're going to want to set up6:43your products can import them from6:47stripe we also have by the way this is a6:50highle overview in the training there's6:51Click by click trainings um that will6:54show you how to do this like honestly6:57Click by click screen by uh screen as6:59well as we have our incredible support7:01team in the bottom right hand corner so7:05you have your products you're either7:06importing from stripe or you're creating7:07a product right uh your documents and7:10contracts we also import your contracts7:13from any of the other contract softwares7:16if you wanted to and then you have your7:18invoices and your payment integration7:21stripe PayPal authorized.net7:24MMI um Square so of course you want to7:28have your payments integrated7:30again we have the Click by click7:31trainings that you'll7:33do um and then let's just imagine for a7:37moment that you have connected you've7:39either you figure out if you're going to7:41connect your products to your checkout7:42Pages or you're going to be sending an7:44invoice or payment link um you have your7:47automations so you come down over here7:49automations over to7:51customers and I'm going to show you7:53right check out and payments order7:56submitted you have this uh trigger uh8:00Global product is product got to make8:04sure that this matches up in order to8:05trigger it but then you can see here we8:07are adding a tag customer updating it to8:11your opportunity pipeline sending a8:14notification to slack if you wanted to
8:16and then you have your8:17email um and text and then it waits and8:21then emails again so you can customize8:23this a tiny bit right real simple just8:26to kind of get you started this is like8:27the Bas most basic simple one to start8:29with um I think everybody should have a8:32checkout page with their products hooked8:35up I don't I don't really I'm not a huge8:37fan of invoices payment links or any of8:39those things I think the best thing to8:40do is just have a checkout page with8:42your products hooked up from stripe love8:44stripe love checkout pages and then8:46you're just um personalizing this a tiny8:49bit then you can get a little bit more8:52advanced with your client8:54onboarding again if you need to delete8:56anything you don't want to notify your8:58team you just click on the three dots8:59delete the action um and as you can see9:03here you have your tasks you have your9:05Facebook9:06conversion and yeah we're going to go9:09deeper into this into um other trainings9:15but again really straightforward to be9:17able to um just turn this live all9:20you're doing is pretty much just9:21changing out the email templates which9:23are right here maybe adding9:25WhatsApp and uh9:29yeah that's basically it and then you9:33got um check out and payments client9:35onboarding you have your course sales9:37course nurture Community groups and your9:38failed payments right uh you have your9:41email and text templates if you just9:43come up here on the left email templates9:45SMS templates change these out if you9:48want my team to turn any of this stuff9:50on you can just uh request a done for9:52you kit and we can turn this on for you9:55come over to calendars and as you can9:57see here you have10:00your onboarding call calendar and your10:02group call calendar right these are10:04things you just want to turn live um10:07watch the step-by-step training videos10:08on how to really integrate your calendar10:11connect your Zoom have it go to your
10:14Google um we set it up that way because10:16it's just it's um really simple and this10:20video is just intended to make sure you10:22see how it's all connected so and then10:24you have your forms right you have your10:27uh your onboarding form this is where10:29you can connect and again get to10:31understand their goals a little bit10:32better maybe where they even came from10:34and so to look at it the right the right10:37way of of how to really utilize the10:38operating system you have your checkout10:40page this is my favorite part checkout10:43page with your products hooked up from10:45stripe um when they check out you know10:48order submitted Global product is10:50whatever that product is that you've10:52named it and then you're um10:56congratulating them maybe change some of10:57the message templates and then again if11:00you have clients same kind of thing um11:03you're turning this live so new customer11:07you can see here is called new customer11:09and then these are all onboarding11:12and we have set it up this way because11:14it's proven like we have run like real11:17real numbers through these automations11:20so um it's to save you time save us time11:24energy attention and money to be able to11:26turn these live so in this case right11:28here we're checking to see if they11:31booked an onboarding call and if they11:33didn't we're just going to remind11:34them and so you have this all set up11:39your course your group right you can11:41change your messages you can see how11:43it's all connected and really cool and11:49um I'll say that's just about it like11:52this is all pre-built out I can maybe11:53demo real quick just so you can see the11:57courses see if I have anything in here12:00[Music]12:03um I mean you come over to courses again12:06yeah they're the12:07same they're an incredible layout and12:10then you have your your your community12:12groups as well and so you have uh you12:16have this all pre-built out for you12:18again the training in the bottom left in12:19the academy and the support team on the
12:22bottom right and the widget and there'll12:23be surrounding videos as well to go12:25deeper into this I just needed to make12:26sure that this is how we're looking at12:28it and then this will be a part of a12:30series so you can continue to um yeah12:33get results for your clients I think12:36that you know a lot of the symptoms that12:38we face as business owners comes down to12:41not having the right system and in in12:42this case I believe it's just not having12:44an operating system and so get curious12:47get inspired I have uh I've been doing12:50this for many years and so I have tried12:53just about everything and this is our12:56best work um this will continue to be12:59become easier as you can continue to13:01take action you'll continue to find the13:04clarity um and you'll continue to yeah13:08build a couple of the skills that will13:10continue to um yeah help you create more13:13freedom and free yourself from your13:15business this that's what this is all13:16intended to to do um so this is about13:2198% of the way there uh this last 2% uh13:26we got you and uh can't wait to see your13:28results13:30and um looking forward to it talk to you13:31soon peace14:04Now playing
💬 Answer
Here are the big steps to implement the Client Onboarding Operating System based on the walkthrough:
🧩 Client Onboarding OS – Big Steps Overview
1. 🔁 Automate the Full Customer Journey
- Set up pre-built checkout automation: when someone purchases, they’re tagged, notified, added to pipelines, and sent onboarding messages.
- Includes course access, group access, project/task tracking, and onboarding calls — all automatically.
2. 🧾 Connect Checkout Pages to Products
- Use pre-built checkout templates linked to Stripe products.
- Avoid manual invoices—go with integrated checkout pages for a smoother customer experience.
3. 📅 Trigger Onboarding Calendar & Forms
- After purchase, automatically:
- Tag client
- Send onboarding link to book call (individual or group)
- Collect client goals & info via pre-built intake form
4. 🛠 Set Tasks, Pipelines & Projects
- Auto-create internal tasks or project cards for your team.
- Add client to appropriate pipeline stage (new, onboarding, in progress).
- Optional: create visibility for client via client portal or chat threads.
5. 🎓 Grant Course & Community Access
- Auto-enroll new clients into:
- Courses (like Kajabi-style)
- Community groups (similar to Skool)
- Trigger email/SMS/WhatsApp messages confirming access.
6. 🔁 Continue Automation: Follow-ups & Reminders
- Use pre-built workflows to:
- Remind if onboarding call isn’t booked
- Confirm booked calls
- Push failed payments to recovery flows
- Everything is editable via templates (email/SMS/etc.).
7. 🔗 Connect Calendar, Contracts, and Docs
- Hook up Zoom/Google Calendar for seamless booking.
- Import contracts into flow if needed for signing.
- Use training videos for click-by-click setup.
8. 🧠 Train or Delegate Setup
- Use the Academy (bottom left) for screen-by-screen tutorials.
- Or request a Done-For-You Kit to have the team deploy it for you.
Optional Advanced Steps:
- Add Slack/Discord alerts for new signups
- Score clients or leads using pipeline stages
- Customize the logic for course vs. client service delivery
Would you like a visual flowchart or SOP checklist version of this next?
❓ Prompt
0:03all right check it out totally thrilled0:05to be walking you through the five0:08things that are scaling online companies0:13from zero to 25 okay per month0:19and I am so thrilled because I believe0:23that you're fully going to walk away0:24with the clarity that you need to0:27actually make this a reality even if0:28you're doing 25k month may want to check0:31this out since it's what I believe to be0:34the ship that's happening and has been0:36happening in terms of uh the industry0:39whether you have offered products and0:41services online before and have hit this0:44Revenue Mark or you're starting from0:46scratch these five things we're seeing0:50are predictably scaling companies uh and0:53producing 25k per month online0:56businesses that are really simple to set0:59up and so the first thing that we need1:02to have in place is two offers right1:05this is uh our mid- ticket and high1:10ticket offers I will go deeper into that1:13in a second I will share why I believe1:17that having a high ticket offer and a1:19mid ticket offer is the Perfect combo1:21right now uh the second thing that we1:24need1:26is we need to have systems in place1:30systems1:32are the real solution to all the1:36sympthoms that you may be facing and1:38that businesses are uh experiencing1:42systems are the root cause they are the1:46root problem at the end of the day and1:48will get you paid1:51the um High ticket price points and the1:54midet price points that we are um1:58charging for our two2:00offers the third thing that we need to2:03have in place is our2:06assets then we need what we all know2:10which is content and2:13Outreach but what we don't know is the2:16exact ways to do this sometimes and so2:20till to dive deeper into that and then2:21of course we need focus and2:23so let's dive a little bit deeper into2:27each of these right these are super2:30simple to set up I say that because
2:32we've done it so many2:34times um and I have been providing2:38systems as you know a service and an2:41offering and and you know serving2:44hundreds and hundreds of uh businesses2:45and Brands over the2:47years that I'm just 100% certain that2:50this is the model and from what I can2:52tell um it's working in just about any2:56industry and is a great addition to it's2:59also a great addition it's also a way to3:01add this level of uh of this level of3:04mrr of 25k or hit different Milestones3:07along the way 5K 10K 15K all the way3:10up um it's a great way to add that level3:13of monthly recurring Revenue to your3:16business now to keep it short and sweet3:19to the point there these two offers the3:22first one is your mid ticket right3:27software offer in this case3:30we partner with people on our OS3:33platform and we help them turn live3:37their white label brand and so my team3:40and I we provide all the assets to make3:44this offer a piece of cake to start you3:48know inviting your audience listening3:50customers3:51to right that's the first offer I love3:54this offer the most because it's also a3:55foot in the door to activate people who3:59then can Ascend into your high ticket4:01offers and in this case what has worked4:05for me and what is working for you know4:07some of our partners as well is high4:10ticket systems as an offer and a high4:13ticket service offer career I would say4:14close to a decade has what has put me in4:18a position to be one of the highest4:19paying systems experts where we have my4:23team and I have just4:25systemized everything from Instagram4:28profiles all the way to4:30um you know growing communities courses4:33clients and so it's such a awesome offer4:37to make because most business owners4:39don't want to learn the skill they don't4:40want to do it themselves it is a little4:42bit um of an uphill battle for people uh4:46because they don't want to do um the4:49necessary front like front loading in
4:51terms of learning the skill however if4:54you stick with me we're going to teach4:55it to you really quick in our software4:58and it's like a one two punch that's why5:00I think it's the perfect combo because5:01you're offering High ticket systems5:03you're getting paid you know anywhere5:05from th000 to $10,000 or my price points5:09have always really been like three five5:11and 7500 per month um and then you're5:14also offering your mid- tick software uh5:18at the price points that we have and5:19you're getting paid every single month5:21so people sign up for your high tick5:23systems offer right let's say that they5:26uh are complete with your service and5:28they're complete with the building that5:29you're doing for them they're staying on5:31the software and they're staying every5:33single month paying you um which is5:35building a lucrative monthly recurring5:37Revenue stream systems that we need to5:40put in place I'll start a new page for5:43this5:44are uh5:47leads and then we need sales and we need5:50clients now most of us have been taught5:53that we need to just focus on leads and5:55marketing all the time I believe that we5:57need to focus uh an act do the opposite6:00which is focus on our client systems6:02first how we're going to onboard deliver6:04fulfill two our sales systems and then6:07three are lead systems because what6:09happens is most people focus here and6:11they're driving into a see if I could6:14draw a bucket a leaky bucket that is6:18wasting their time energy attention and6:20money and so you start here with your6:22client systems you know how you're going6:24to6:24deliver you start with your then you6:26complete your Sales Systems this way you6:28know how to you can close client with6:30these and then uh you focus on your leas6:33system so you can start to drive into6:35something that is um you know really6:38sustainable scalable uh fun to work in6:42and this is also what you'll be6:43providing if you're a high ticket
6:44systems Builder so you'll help um build6:48it for yourself and then you're building6:49it for your clients where you're6:51building out these three systems like6:52these simple little systems here not6:55only pre-built inside of the platform6:58they're and backed by so much proof um7:01based off of um yeah real real clients7:05and companies that we've worked with7:07and it's also the thing that you're7:09going to be selling to uh and building7:11out for your clients now in short one7:15two and then we got three four and five7:17I'm not going to go too deep into into7:19this video but it's right you have your7:21three you have your assets these are7:22your free things that you're giving away7:24free stuff lead magnets uh long form7:27assets and Google Docs uh group call7:29calls uh free trainings could be7:31communities it could be free course it7:33could be a template anything that is7:35valuable to your audience right that's7:38an asset uh four content and Outreach C7:42and O and7:44so we get to follow proven Hooks and7:47scripts and be authentic as well as7:49aligned when creating Our Brands and so7:52we posting content it's even a really7:55good idea to find clients or do Outreach7:58to clients and brands that already have8:00the audience or have the community it8:02makes everything 10 times easier it's um8:05one of the things that I'm super8:06grateful for as I've grown as an8:08entrepreneur is had the uh opportunity8:11to work with some really big Brands and8:13build out their systems on the back end8:16and so they would post content come into8:19a really well oiled machine next is you8:23got to go deep into your Flow State and8:27focus I'll put the8:30put both these up here you know we got8:32to learn how to continue to say no we8:34got to continue to protect our time8:37and uh give to ourselves and and stay8:40empowered and so focus and you know8:44crafting out time so that you can go8:46deep in order to create content do8:49Outreach create assets right turn live
8:53these systems as well as choose to go8:57and commit 100% to these offers offers9:00so that you can scale from 0 to 25k per9:03month so
💬 Answer
Here are the Big Steps to scale from 25K/month using the 5-part framework from the video:
🚀 5 Big Steps to $25K/month
1. Two Core Offers
📦 Mid-Ticket Offer (Software) + 💎 High-Ticket Offer (Systems or Services)
- Mid-ticket: Recurring revenue from a white-label OS platform.
- High-ticket: Done-for-you systems or service-based offer (10K+).
- Combo Power: Mid-ticket offer builds trust, high-ticket brings cash, both scale together.
2. Systems First, Not Just Leads
🛠 Focus on Client Systems → Sales Systems → Lead Systems
- Most people chase leads into a leaky bucket. Start with delivery.
- Systems = the cure for symptoms like churn, stress, and stagnation.
3. Strategic Assets
🎁 Give away valuable assets to attract and engage:
- Lead magnets, templates, Google Docs, free courses, training, group calls.
4. Content & Outreach
📢 Build authority, do aligned outreach:
- Follow proven hooks + write authentic, aligned content.
- DM outreach + partner with brands that already have the audience.
5. Flow State & Focus
🧠 Protect time, say no, go deep.
- Create boundaries to build content, assets, systems, and serve clients.
- Focus creates results faster than scattered hustle.
🧪 Summary Cheat Sheet:
Step | What to Build | Why It Matters |
1 | Mid + High Ticket Offers | Revenue, retention, scalability |
2 | Delivery → Sales → Lead Systems | Prevent burnout, improve conversions |
3 | Free Assets | Build trust and list growth |
4 | Content + Outreach | Attract, connect, and convert |
5 | Focused Flow State | Execute deeply and consistently |
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❓ Prompt
0:00what's going on today we're going to be0:03covering why most people have been0:05creating offers completely wrong and the0:09blueprint that produces million dooll0:13plus offers like clockwork the same one0:16that I've used to create multiple0:17million-dollar companies as well as help0:20serve and impact my clients and the0:23brands that I've worked with generating0:25tens of millions online and how come0:29most people's offers don't sell and what0:33we could do about it so that we could0:37basically start creating offers like a0:39systematic0:40machine and turn them out like we have a0:43conveyor belt and we're producing cars0:46so instead of creating you know Honda0:49type offers we're going to create0:50Ferrari offers here and we start first0:55Always by focusing on what is the0:58problem that we're solving1:00and it needs to be a hair on1:05fire problem that is tangible1:09specific right that is something that1:12people already are thinking about and1:17would love to have a solution to because1:20what we're doing with in business is1:23just solving problems we're always just1:24producing solutions to the problems that1:26we have or that other people have and we1:29are tapping1:30into already existing desires meaning1:34we're not trying to create a new desire1:36for something that nobody is thinking1:38about what we're doing is putting1:41ourselves in our ideal clients shoes or1:44thinking about the problems that people1:46who are in business face and we're1:50tapping into that for example the OS1:53platform with scaling1:54OS I'm tapping into already existing1:57desire of wanting to save time and save1:59money and2:00simplify their subscriptions and their2:03backend systems into one software one2:07platform that is powered by AI That's2:10why nine out of 10 people say yes to2:14Jumping onto the platform because2:16they're paying hundreds to thousands of2:18dollars per month right for the
2:21different softwares to run their2:22business not only that they got to pay a2:24team not only that they got to zap them2:25all together I used to do that as part2:28of my Services my high ticket services2:31for my clients I used to build out all2:33of their sales leads and client systems2:36in 11 different softwares and zap them2:38all together right and I would be paid2:41anywhere from 5,000 most likely $5,0002:44per month and I was building I would I2:47was building 10 businesses per month at2:49a time because systems are really the2:52only way to scale and it is a big2:55problem uh that's a hair on fire problem2:58people are like I want to make more2:59money I'm stuck doing everything3:01nothing's automated and my hair is3:03basically on fire because I can't figure3:05it out and so that's an already existing3:08desire I believe that it was the great3:11direct response copywriters Gary Halbert3:13who says was it Gary Halbert in the Gary3:16Halbert letters where he talks about3:20giving the example of and I I'll give3:22you I'll give you the example where if3:24you were a restaurant owner what would3:26be the one thing that you would want to3:28have to to scale right to build a3:31successful3:32restaurant and uh when he was giving3:34this talk he was talking about how3:35people would say I want to have the best3:38cheeseburger I'd want to have the best3:39ingredients I'd want to have the secret3:40sauce you know I'd want to have the best3:42interior design I'd want to have the3:44best staff right whatever that is and he3:49went on to say you know what I would3:51want to have I would want to have a3:54hungry line of customers around the3:58block that is what we're looking for4:02when in terms of the problems that we're4:04looking to solve it's an already4:06existing desire people are already4:08hungry he doesn't have to create the4:10desire of hunger so he's just harnessing4:12that right and he is solving that with4:16his his restaurant in that example and4:19so too many times I remember when I
4:23was a small partner in a accelerator and4:26incubator in the greater New York City4:28area New York New Jersey actually was4:31the first business that I was Partners4:32in with you know one of my best friends4:35and mentors and leaders Gerard Adams we4:37did a lot of business together he had4:39just sold his company for $50 million4:41and I had just dropped out of college4:43and just started to skill up and stack4:46skills so that I can be valuable and add4:49value to the company that we we ended up4:51building called Founders and we had4:54thousand plus people com in through our4:55doors it was an inperson accelerator4:57somewhat like a wework where5:00basically he would be investing in5:02companies and we would be putting them5:04through a 12we accelerator where we5:06would help them go from seed to scale5:09and people would always be talking about5:13all of these solutions to things that5:16didn't have really any problem5:17underneath it that it was solving it was5:19an idea it was more like a kind of like5:22a trinket kind of thing that was5:23happening where people were just having5:26these ideas that they thought were so5:27cool and then just getting confirm5:29evidence that their idea was great5:31because people were too afraid to tell5:32them that their idea sucks and that's5:36then ends up people end up like raising5:38money and they end up failing because5:39they haven't they're not solving a5:41concrete problem right only a few ideas5:45end up taking off and funny enough one5:47of them actually came into those through5:49those doors which was the fidget5:50Spinners where we had invested to that5:53company you know little spinny spinny5:56Wheels the fidget Spinners and it was6:00impossible to get a patent on it it6:01would had have been 12 months 14 months6:03because there was already something6:04similar and it took off next month we6:07were doing like it was like $400,000 in6:08a month and then it plummeted pretty6:10quick the following month and we got out6:12of it because it just was then in the
6:15next bod dega on the side of the you6:17know corner of the street I mean it was6:19everywhere fidget Spinners it started6:21because of the marketing Capital that we6:24invested at that time and so it's like a6:27one in a million kind of thing where you6:28have an idea where it's like like what6:30the heck um and that's what most people6:31are doing that's why they and then6:33they're upset about the results that6:35they don't have it's because no one6:39understands quite clearly like your6:43problem that you're solving for them and6:45that's why you have to have all of these6:47long sales calls and all these pitches6:50the problem that I solve right the6:51problems that I've always solved has6:53always been systems and Staffing and6:56software because I believe that a6:59underneath all businesses there's7:00technology there's software there's7:02systems and there's staff there's team7:04and so that's been the Holy Grail of the7:06problems that I've solved because it's7:08I'm already tapping into desires7:09everyone that I've spoken to wants7:11better systems they want an easier7:13simpler software and they want people to7:14do it for them and so it's all starts7:18with a problem that you're solving it's7:20not about just you know it's not about7:22the promise that you're making even7:23though that's important to have a7:25results oriented and tangible promise7:28right where it's like you know how to7:30get back 40 hours per week of your time7:33by um hiring virtual assistance that was7:36you know pretty much one of the7:38headlines and offers that I was making7:39in the marketplace and I was still7:43tapping into an already existing Desire7:45with that company and that brand and7:47I've always been obsessed about solving7:50the problem for entrepreneurs it's how7:51come I've evolved so many times is I've7:53always been obsessed with solving the7:55software Staffing and systems problem7:57because I want to make sure that8:00it gets solved all the way through and8:01we're not told smoke and mirrors type of
8:04messaging online where you're going to8:05make a million dollars in a month and8:07you're going to be able to 10x in two8:08days and you're one funnel away I don't8:11believe that unless you have really sat8:16down and figured out very clearly what8:19the problem is that you're solving and8:20the promises that you're making and the8:23process that is producing those results8:27meaning the framework the unique8:29mechanism the methodology the three8:31steps to XYZ outcome right in my case8:34with the VA company I'll give that as an8:37example everyone was talking about8:38hiring a virtual assistant so saw that I8:42was like okay cool I'm going to tap into8:43the existing desire of wanting a VA not8:45only that I was building systems and I8:47needed to scale so I started hiring8:49virtual assistance myself then I was8:52like cool promise save 40 hours a week8:55cool process it was four it was fully8:58trained team templatized9:00um I forget the other two but it was9:02four it was a four-step process that end9:05up basically taking everything off of9:07their plate and making it so simple to9:11scale as well as deliver results now you9:15can pretty much sell like crazy and9:18convert like crazy when you just have a9:19good problem that you're solving a good9:21promise and tangible promise that you're9:22uh making and a process that delivers9:25the results right in the example of the9:28software problem saves a bunch of time9:30saves a buch of money has all the9:31pre-built systems right to scale9:34promises are insane because and they're9:36super tangible because we have already9:39backed out the software with all of the9:42proof right I don't usually launch9:44anything until I have a lot of proof9:46that it works whether I've done it9:47myself or I have case studies so that I9:49can make claims and back them up for9:52example we have driven 10 like 10,0009:57people have went through an Instagram on9:59our platform and got sent ebooks and got10:02added to lists right so now I can go and10:06target people who have the problem of
10:08automating their Instagram profiles or10:10not automating them or not getting leads10:12from their social media profiles and10:13it's like how to get a sale a day which10:16would be the promise how to get a sale a10:18day from your Instagram profile using10:21our automated three-step or automated10:25Instagram system that's the10:27process that's sent out 7,000 ebooks10:31last week right on demand so problem is10:36your problems that you're usually10:37solving some you've probably picked up10:40on a couple today are usually leads10:43sales customers clients delivery scale10:47right if you're targeting problems like10:49leads for example how to book 5010:53appointments per week right so now I'm10:57solving the lead generation problem10:58there10:59lead gen problem is they don't have11:02enough leads how how to book 5011:03qualified appointments per11:05week right using AI now that's my11:10process just and uh11:13in and and set it up in under an hour11:16right and uh the proof is is that we've11:20actually booked 800 appointments using11:22our AI system and that we've driven over11:24$100,000 in Revenue with our a phone11:27calls and chat system and so problem11:30leads promise appointments process AI11:33system proof results and that's the11:36another benefit of being on the OS11:38platform is that you can use this proof11:40because essentially we're one big giant11:42Global uh partner team uh where we're11:45all repping the same brand and the same11:48results and so we're on the same team11:52right so it's just like if I hired11:53someone else it's like we're kind of11:55we're partnering that's kind of how it11:56works so you get to solve hair on fire11:59problem problems with the OS platform12:00make great promises follow a proven12:03process and we already have the undi12:06undeniable proof that backs it12:08up which then leads to your price points12:12so your price12:14points I can say I mean they're going to12:18vary so we already know what works for
12:21the platform in the OS for the high12:22ticket systems I've charged anywhere12:24from,12:251500 to $7,500 per month right you're12:29usually pricing your mid tick uh well12:34your high ticket offer your high ticket12:36systems offer uh if you're following the12:38scalable model which is in another video12:41right anywhere between $1,500 to $7,50012:44per month my sweet spot has always been12:461500 to 2500 it is a no-brainer12:50investment people are not waking up12:52every morning trying to figure out how12:54to cut that out of their business12:56because you better believe if you're an12:57agency owner or a service provider or12:59you're providing anything that's over13:00$1,000 per month that people are13:03thinking about how they save and cut13:05expenses and if you're not absolutely13:09solving the best and biggest problem13:12then you could potentially be at risk of13:15not having that client anymore and so13:18you can also charge higher prices again13:20I've charged a wide range anywhere from13:22zero like free to $100,000 I've made in13:25offers and converted at all of them and13:28it us usually depends on the problem13:30that you're solving the more hair on13:32fire the problem the more done for you13:35it uh it13:37requires and the more the harder the13:40problem and the more specific it is like13:43leads13:44sales AI appointment setting and systems13:47building you can charge I've seen people13:48charging $15,000 for just a build out13:51we've had someone sell $100,000 package13:54um for the stuff that's inside of the OS13:56platform and that was to a gigantic13:58company14:00that has a big team and there's a lot of14:02work that goes into that that's14:03systemization that's templates that's14:05training that's adoption from their team14:08right it's a multi-on long contract and14:11it's a high price because it solves a14:13great problem it's a great promise it's14:15a great platform in process tons of14:18proof of us already doing it the price
14:19goes up because there's so much time and14:21commitment understanding of that14:23person's business right I usually charge14:26higher prices based on how much either14:29person access or how much stuff I have14:30to do or how much time it takes for me14:34to understand that person's business I14:36also usually don't work with anyone that14:37doesn't solve hair on fire problems14:39because I've had people use systems that14:42I've built or want to work with us and14:45they don't solve a tangible enough14:47problem so when I give them a sales14:48system that's closed 500 High ticket14:50clients and they're wondering why the14:52Sales Systems not working it's because14:54they don't have any leads and two14:55because nobody wants their offer because14:57they're not solving a hair on fire14:59intangible problem it's never it's never15:02anything outside usually of like that's15:04creating the the problems in your15:07business usually you're not solving a15:09tangible enough problem in the first15:10place and so got to go inwards got to15:14really15:15reflect right that leads me to my last15:17pieces which is the person that you're15:20targeting your product types and your15:22phrases right your phrases and are power15:26words and the sentences and the way in15:29which your brand is basically formulated15:31meaning irresistible offer blueprint is15:35a phrase right that's that's something15:37that we have coined that's a good name15:39that's powerful words irresistible offer15:41and blueprint 1 M good power word hair15:44on fire like these are your copyrighting15:46principles right these are the taglines15:50like scaling Made Simple on OS SCA uh15:53save time save money uh scale fast right15:56that is the phrases that you're using to15:59enter into the minds and the hearts of16:01your ideal client and customers which16:04then leads me into your person person to16:07me is the least important part of this16:09whole equation we I believe we totally16:11have been taught backwards it it becomes16:14always a block with anybody that ever16:15consulted or any companies that I've
16:17built the person usually becomes the16:19main focus everyone's saying ideal16:21client profiles ideal client avatars16:23Niche down niches all this stuff it's16:25like I'm anti- AAL client anti- Niche16:28anti- person16:29I am the complete opposite where it's16:31all about the problem that you're16:32solving because it's really really hard16:35you just there's so many different16:37people that you're if you just speak to16:40the problem the people are going to that16:42have that problem are going to come to16:43you like I give you an example a dentist16:47right when we have the AI voice and the16:50phone calls in the chat I didn't know16:51that I was going to be working with a16:52dentist I just said that we solved this16:54problem and then a dentist signed up16:56right and then I say I solve this16:58problem and then an agency owner signs17:00up and then a coach signs up and then a17:02uh a a roof roofing business a17:05construction like this is that's what I17:07mean it's the problems that you're17:09solving leads sales customers are hair17:12on fire and they're tangible that you17:14can provide a high ticket system and a17:16high ticket service for for examp17:18another example of a problem versus a17:20person would be like hey I know what's a17:24funny example like hey coaches um I'm17:27not even going to do that I'm going to17:29say I build premium $10,000 websites17:31that you can get for a grand right that17:34is now awesome so I've just now made a17:38people that want a premium website for17:41quick and easy you know they that is now17:44solving the problem for websites I'm not17:45going to Niche down with that and so my17:49websites though I might I might have to17:50charge $10,000 for even though you do17:53get them for free when you're a partner17:55inside of the OS platform the one I just17:58made17:59man learn the skill of design absolutely18:02pumped um and inspired by the almighty18:06Steve Jobs because when he started he18:08had to learn the skill of calligraphy18:10that's how we ended up with apple fonts
18:12and so when I read that and I was18:13getting frustrated with learning the18:14skill of design I kept pushing18:17onwards because it turned out to be a18:20great result and a total side note where18:26the last part of this is product18:29product is like when you're looking at18:31the scalable model that is your free18:34assets your low ticket offers your mid-18:37tick offers your high ticket offers the18:39different types the ways in which you18:40deliver your product for example a18:43calculator could be a product type it's18:45a it could be a free asset for me I've18:48done a 10K Mr calculator right the18:52problem is that person does not know how18:54to yet get to 10K a month the promise is18:57by the end of this calculator you're18:58you're going to be able to get the 10K a19:00month process is use the calendar or19:03calculator the proof is that I've helped19:06do that hundreds of times and the price19:08is19:09free the person non-existent the phrases19:12is 10K Mr because I'm all about monthly19:15recurring revenue and the product is a19:17calculator so that would be an offer so19:19it's like how19:21to get to 10K a month with as little19:26clients as humanly possible19:29as well as in just an hour a day of work19:33right and they can just check out the19:35calculator and you can run your19:37projections that is how you can start to19:40create offers in the marketplace see it19:43as a way in which we get to better serve19:49the people that we want to work with19:50attracting you know the easy lucrative19:52and fun clients and repelling the hard19:54annoying lame SL lucrative and19:57frustrating clients right in half versus20:00from Jo Jo spenza another great name Joe20:03polish the genius Network right I think20:08that our offers are the things that end20:10up attracting the right and wrong types20:13of clients and if you've had bad clients20:17and if you've had to fire clients in the20:19past or if you have clients right now20:21that you need to fire it usually starts20:23with the expectations that you're
20:24setting from your offer that you're20:25making in the marketplace and most of20:28the time20:29people are making gigantic offers20:31because well one they think bigger is20:32better and that's not true Todd Brown20:34says that it's all about being20:37different and you know we've I've a20:39whole another story but basically you20:41don't need to be bigger and better you20:42just need to be different and in fact I20:44believe that it's better to be simpler20:46and do less but better you can start20:49making more with less what ends up20:52happening is people cast20:56this vision for their clients or for the20:58the marketplace and what ends up21:00happening is that the promise is so big21:03so people don't really even believe that21:05they can get there the perceived21:06likelihood of achievement is too great21:08like Heros talks about in his book 100m21:11offers and it leaves up these21:12expectations that this is going to work21:15like quickly and easily where you know21:18the gurus out there are talking about21:20how to make a million dollars a month21:23you know with some garbage and so21:27basically what we need to do in said is21:30only make promises and solve problems21:33that we know to be true that we know21:35that we can get the coaching or training21:37on to solve that we know tapping into an21:40already existing desire and if you're21:42not doing any part of this it's how come21:44your offers are not selling and to add21:47another layer to that it's probably21:49really important to have incredibly21:53tangible Solutions meaning a service or21:56a software or a system like being a21:57systems Builder21:59providing systems or software because22:02it's no Riner you don't have to do any22:03selling people are just buying22:05automatically every single day we've had22:08that happen for the last you know six22:09months and so you might be working too22:12hard and not making enough and the22:17wealthier version of you that is22:20enjoying every single moment of the day
22:23and having your company create new22:26customers like22:27clockwork is someone that follows this22:30blueprint and so drop below what your22:32favorite part was got any questions and22:36I can't wait to see your22:38offers also if you are a part of the OS22:41partner group the global movement that22:44we're building you can use Rocky GPT22:47custom chat GPT to create your offer22:50because it's loaded with all of this22:51stuff22:53and you just ask Rocky inside of your22:56platform and it will help you identify23:00your problem promise process proof price23:04again if you're in the global partner23:08group then that is available to you it's23:11loaded with all of this of all of this23:13knowledge and you might not have to do23:15much23:16because it's already all done for you23:18you got the the best platform in the23:20world you can solve incredibly tangible23:24problems the proof that we have to back23:25it up and so hope this super valuable23:28for you I'll see you another23:29video peace16:41Now playing
💬 Answer
Here are the Big Steps to create Million-Dollar Offers based on the full video blueprint:
💰 Million-Dollar Offer Blueprint – Big Steps
1. 🔥 Start with a Hair-on-Fire Problem
- Identify urgent, tangible, and specific problems your audience is already feeling.
- Don’t invent desire—tap into existing pain and clear market demand.
2. 🎯 Craft a Tangible, Results-Oriented Promise
- Make your outcome clear, believable, and time-bound.
- Use outcome-based phrases: “Save 40 hours/week,” “Book 50 calls/week,” “Get a sale a day.”
3. 🔁 Build a Proven Process (Framework or Mechanism)
- Map the exact steps to get from problem to promised result.
- Use formulas like “3-step system,” “Done-for-you onboarding,” “AI-powered setup.”
4. 📊 Back It With Proof
- Use testimonials, case studies, data, and experience.
- Pull from shared proof if you're part of a platform like OS (e.g. “booked 800 appointments,” “$100K in AI voice revenue”).
5. 💸 Set Pricing Based on Value + Tangibility
- High-ticket offers = 7.5K/month or more.
- Base your price on the intensity of the problem, level of service, and results delivered.
6. 🧠 Name It with Power Words & Positioning
- Use phrases like “Irresistible Offer Blueprint,” “10K MRR Calculator,” “Scaling Made Simple.”
- Use language that communicates simplicity, speed, transformation.
7. 🚫 Don’t Obsess Over the “Person” – Focus on the Problem
- Don’t get stuck on niche/ICP—let the problem define the person.
- When you solve a great problem, the right people will show up.
✅ Offer Formula Recap:
Problem → Promise → Process → Proof → Price
Example:
- Problem: “Not booking enough calls”
- Promise: “50 qualified appointments per week”
- Process: “AI-powered appointment system”
- Proof: “800+ calls booked, $100K+ generated”
- Price: $2,500/month
Would you like this visualized into a poster, worksheet, or editable Notion template?
❓ Prompt
Transcript0:00what's going on in this video we're0:01going to be covering the hyper0:03profitable scaling framework reverse0:06engineering the exact way we sell 10K to0:09100K worth of products and services0:11every single month and I might add have0:14for years it is broken down into three0:19phases in which I'll cover exactly how0:22and in what order to implement these0:24phases and it's aimed at helping you0:27acquire convert and and have your0:31customers continue on with you really0:34creating automatic scale where people0:36are retaining referring and becoming0:39raving fans of yours that are staying0:41for life and0:43so with any good framework there is a0:48method to the0:50madness and in this case there is a0:52checklist that supports this framework0:53called the scaling checklist it's where0:55you assess what it is that you're0:57missing from this framework so you can1:00simplify systemize and1:02scale in the fastest time frame possible1:06and the assessment and the scaling1:08checklist is going to help identify1:12where you currently are what your1:14current state is and also going to1:18immediately outline instantly once you1:20finish it what the desired actions are1:22to create that that future state in in1:26as little you know effort as possible1:28making achievement pretty e effortless1:30and easy on your end because this may1:32look like a lot however most of it's1:35done for you and and when you look at1:37that techlist you'll see that whatever1:39you're missing is what you get to turn1:42live so you can start to sell 10K to1:44100K worth of products and services1:46every single month if that's something1:47that you want to start doing now the1:51three phases are acquisition conversion1:55and1:56continuation1:58right right here2:01and the acquisition phase is all about2:06getting attention generating attention2:09
building an audience right whether that2:11is through2:13content change this color whether that's2:16through content ads Outreach and other2:19groups Partners other people that have2:22uh Brands and a community and audience2:24and attention already or your lists2:26right these can be your owned lists JV2:28lists list that are past customers2:31current leads whatever it is we need to2:33have attention attention is the currency2:37that we need to make this engine work2:40and we need to then have a way in which2:44we communicate with that attention which2:46is these different modes of2:47communication whether that's your DMs2:50your posts right your emails your phone2:52calls your AI chats right this is what2:56underlies the ways in which we2:59communicate with our new leads right so3:04what we're trying to do in this first3:06phase3:07is generate attention turn them into3:10leads and then3:12basically the only way to really do that3:15correctly3:16is by having some level of free assets3:21and you might think that you want to3:23start with attention and acquisition3:25it's actually uh if you say to the end3:27it's actually the last place to start3:29it's just the first thing I wanted to3:30cover in this video there's a whole3:31method to this madness if you remember3:33what I said so stick around we have3:36acquisition then we have conversion3:38right so this is your checklists your3:42courses in community your Authority3:43training your challenges and calls your3:45calculators you give away your swipe3:47files they are asset templates and they3:50are free right if you wanted to charge3:53low ticket for it you can later on3:55recommend making all of your free assets3:57into affiliate links so that you earn4:00when you are educating this phase to4:03bridge the gap between leads and sales4:06right and from leads sales into4:09customers there is an education Gap that4:12we need to fill it's not like the old4:14
days in the wild wild west where you can4:15make a post and you can close a deal4:17from one post today people are more4:20skeptical and more sophisticated than4:22ever and what we need to do instead is4:24we need to focus on how we are nurturing4:28the people that are in a holding pattern4:30before making a buying decision meaning4:33people who consume more education will4:36definitely convert into more likely4:39convert into sales it'll increase your4:42conversions when you have more education4:45because on average people need to4:47consume at least seven hours worth of4:50material before making a buying decision4:54and if you I forget what it's called but4:56I think it's a4:577411 it's yeah it's 741 by Google if you5:00just type that in it'll show up it's5:02like seven touch points no it's seven5:05hours of content four different channels5:0711 touch points in order in order to5:09convert a new customer and5:13so channels in this case if it's for5:16it's Authority training it's calculators5:17it's checklists it's your community it's5:19your software it's your high ticket5:20systems it's like these are let me5:23backtrack a little bit for a second5:24there it's your checklist it's your5:26Authority training it's your calculators5:28it's your challenges and calls the that5:29are delivered maybe in your community or5:31in your DMs or in your courses right5:34it's this education phase that most5:37businesses are missing and instead what5:39they're trying to do is jam it all on a5:41vssl or they're trying to jam it all5:42into a webinar or they're trying to do5:45it in a way that isn't even digestible5:49for Their audience and so it's a big gap5:54and it's one of the main reasons why5:56most people are not converting and6:00it's how come the top 1% of businesses6:04follow this now once you have your leads6:06they're properly educated you're you're6:08going into conversion you're starting to6:10create some sales here and in this case6:12uh what we do right now is you can do a6:15free test drive to a software where6:17
you're then activating new customers or6:19you can have a sales call you can close6:22by chat or you can close by checkout you6:24can even close by checkout automatically6:26with the software we see it where people6:28are following the educational material6:32uh for and the acquisition system in6:35cycle before and even converting mid6:38ticket software users through our6:40checkout closing via chat and even6:42without sales calls we've brought on6:44hundreds of users without a sales call6:46and if sales calls are for you there's6:49there's a whole High tiet system in the6:50OS platform that you can use to make6:52this activation and conversion phase6:56really simple right this is the part in7:01which you want to really think about how7:05much time is going towards your sales7:08calls and towards your efforts there and7:10where you really want to optimize and7:12validate the most efficient sales7:14process in my case we like to use lots7:17of Education material and assessments to7:20close both mid and high ticket7:22deals and once someone's activated right7:26you have the opportunity to asend them7:28you can asend them into a high higher7:29ticket offer a high ticket systems offer7:31a high ticket service offer and this is7:33something that goes kind of hand inand7:35that's why it is a plus or minus here7:37because you can go from a a sales call7:41where you're selling a you know7:433K uh package and at the same time7:47activating on a mid ticket you know 4977:50or 2977:51offer uh aka the7:53software and they pretty much are7:56together you can bring on someone at a7:59mid ticket or a low ticket price point8:01they get activated and then they ascend8:04or vice versa where you're closing High8:06ticket and you're activating on a mid8:08and low ticket offer and8:10so that is a onew combo and then lastly8:15is all about8:16continuation in these three phases at8:18least right you want to be focused on8:20your customers and8:22
clients your ways in which you make it8:25easy and effortless for them to make an8:28achievement the time to Value as soon as8:30they on board with you how are you8:32getting them a quick win how are you8:33helping them achieve results and the8:37faster you can get wins the faster you8:39can start to create retention referrals8:41and raving fans right the three Rs this8:44is what we're always aiming for it is a8:46core focus of mine all of the time is8:49how do we increase retention how do we8:50create referrals and how do we create8:51reaving fans this word of mouth is the8:53most powerful form of marketing on the8:55planet and so if you have all of these8:59in place it's guaranteed that you're9:01going to go and scale to 10K to 100K and9:05you might be thinking well where do I9:08start and9:09so where I recommend9:12starting is where these blue stars are9:17which is9:17your one your Made in High ticket offers9:20that you have or that you need to create9:22there's another video on the scalable9:24model and offer creation that you can be9:26leveraging in order to create your mid9:27and high ticket offers and and there is9:32an important Focus right here on your9:33customers and clients where you're9:35focused on streamlining your onboarding9:37and being able to deliver result quickly9:39it's where most of my focus has always9:41been in terms of what I've even provided9:42as a service and when I was building9:44systems or with the virtual assistance9:46company it was around how do I get my9:48clients and customers quick wins help9:50them achieve what it is that they're9:52investing to achieve right most people9:54start at marketing I think that's what9:56the gurus want you to believe they want9:58you to be focused10:00on the next shiny object the next ad10:03when it's actually a heck of a lot10:05easier to build10:06sustainable uh monthly recurring revenue10:09and a sustainable business Foundation10:11when you get your customers and clients10:13
uh results because they'll retain10:15they'll refer they'll be raving fans of10:17yours right they're not going to detract10:19they're not going to be passive right10:21they're going to be promoters if you're10:22doing a net promoter score in that case10:24and so it is the fastest path to scale10:28is to actually Focus on the people that10:29you have because building new10:31relationships all of the time is a pain10:33in the ass how many times do you want to10:36have to build new relationships they're10:38clients friends family whatever it's a10:40lot on you as the business owner and the10:42entrepreneur and so focus on your people10:45get them to the results that they10:47need and let them be a part of driving10:50the development of your business right10:52that's how you can ease the pressure off10:54of yourself as well and it's more of a10:57collaboration than anything so so once10:59you got your offers mid and high11:01customers and clients then you got your11:03Sales11:04Systems that's also loaded into the OS11:06platform I'm G to keep mentioning it a11:08bunch of times since it's all done for11:10you and it's backed with all the results11:12of creating these results and it's11:15important to have in place this is where11:17you're using pipelines this is where11:19you're automatically educating before11:21the call for people to show up you're11:23confirming calls you are calling people11:26you are following up with no shows11:28you're following up with people that11:29have invested it's us utilizing11:32pipelines automations messages calendars11:34in a really effective and efficient way11:36so that you can make enrollment a piece11:38of cake and this would be all part of11:41phase one right phase two would be the11:46green star here which is all about11:49creating your free11:51assets and you're just picking one asset11:55to create you're not trying to create11:57all of these you're creating a checklist11:59you're creating a template you're12:00creating an asset you're creating a mini12:01course you're giving it away for free12:03
you're creating a swipe file it's one12:05rule of one don't forget it it makes12:08everything else easier and necessary12:09when you just focus on one thing right12:11you're just focused on the one asset12:15that you believe is going to speak to12:16your audience in the best way and help12:18you convert them into sales and12:21customers lastly is marketing okay is12:25acquisition it's generating attention12:27it's leads right this is the last thing12:30to focus on in this framework and it's12:34actually what most people want you to12:35focus on First and I think that leads12:39you in this it puts you in the12:41situation where you have a leaky bucket12:43you're wasting time energy attention and12:45money you cannot consistently keep12:47marketing because you then have to focus12:49on customers clients and sales right you12:52keep going into sling shop mode where12:54you bring on clients then you have to12:55stop marketing so if you work backwards12:58and you do clients customers sales and13:00then acquisition or you know you do13:03continuation conversion and acquisition13:05and you do it in the opposite order you13:07can just keep marketing into a system13:09that's well oiled and and op and a13:12machine that makes makes you money like13:15without the stress and the headaches13:18that you know we face as business owners13:20and so we want to do this less now I'll13:24say that with a caveat if you work with13:26people that have an audience or maybe13:29you even have an audience then you need13:31to hire a systems Builder and you need13:32to get on this software and vice versa13:34if you don't have an audience I believe13:36you need to build systems and offer13:38software to people that have an audience13:40because they are the ones that are13:42bringing in they have the attention and13:45they absolutely need the systems and the13:47software that you can provide to them in13:49your mid and high ticket offers it also13:51makes everything else easier or13:53necessary when you focus on people that13:55have the attention in the audience13:56because then you can take your time13:57
getting to the acquisition phase so in14:01short the scaling framework it's an14:04automatic way to14:05scale right it's going to increase your14:08retention referrals and raving fans it's14:10going to help you focus on getting your14:12customers and clients the achievement14:14that they are investing in to get with14:16you it is going to make people continue14:20to want to work with you because you14:23have great mid and high ticket offers14:25you've activated people in a really14:26powerful way you've ascended them or14:29vice versa they're just continuing on14:32paying you every single month then you14:34are closing deals and making sales in14:37one of these ways here converting people14:38with ease and then you have done the14:43proper level of Education that's14:44required in order to make sales and get14:46the right kind of customers working for14:48you working with you and then you have14:51acquisition right this is where you're14:52generating attention14:54so you start back to front on this side14:58here you have your phases right blue is15:01the first phase customers and clients15:03sales continuation and conversion then15:06you have your checklist the points the15:07100 points the top 1% of entrepreneurs15:09hit making six and seven figures look15:11easy that is this assessment here that's15:14that assessment right you then have your15:18pillars right you then have these other15:21particular things here that I'm going to15:23dive into um in a separate video but15:25what you need to know right now is that15:28this15:29framework is all we need to focus on if15:32we just improve each part of this15:34framework in the correct order and you15:36don't have to go on looking for more15:39solutions or falling into shiny object15:42traps when you build with the long-term15:46in mind that is the best way to scale15:50it's a long-term mind mindset with just15:53shortterm shortterm wins that make all15:58of the difference it's the way that you15:59look at problems and if you look at16:02problems a different way they go away16:04
right and that is what this is important16:06to make sure that we all understand16:09where this is the framework for the16:10foundation to create a freedom focused16:14scalable business and16:16so hope you loved it I super grateful16:18for you and I'll see you another video I16:20gotta go peace
💬 Answer
User is documenting a hyper-profitable scaling framework that includes acquisition, conversion, and continuation phases to help scale from 100K/month with automated systems, offers, and client retention strategies.
Model set context updated.
Here are the big steps from the full Scaling Framework video series, broken into a streamlined order for implementation:
🧱 PHASE 1: FOUNDATION — Set the Core First
Start with your Offers + Clients + Sales
- Create Two Core Offers
- ✅ Mid-Ticket Software (e.g. white-labeled OS platform)
- ✅ High-Ticket Systems/Service (done-for-you or systems builds)
These become your cash flow and MRR engine.
- Deliver Results with Client Systems First
- Build onboarding automations
- Map fulfillment flows
- Set quick wins + first value milestones
- Prioritize retention, referrals, and raving fans
- Activate Sales Systems
- Use pre-built pipelines, automations, call confirmation, and follow-ups
- Close with sales calls, chats, or direct checkouts
- Add assessments, pre-call education, and pipelines
🚀 PHASE 2: CONVERSION — Nurture Leads Automatically
Turn attention into action with education-based assets
4. Build a Free Value Asset
4. Build a Free Value Asset
- One thing: checklist, template, calculator, mini course
- Use “Rule of One” (1 asset, 1 promise, 1 pathway)
- Educate with Multi-Touch Content
- Use Authority training, swipe files, group calls, community
- Follow Google’s 7-4-11 rule:7 hours of content, 4 channels, 11 touchpoints
- Bridge the Education Gap
- People don’t convert because they don’t understand
- Help them learn → trust → buy
📣 PHASE 3: ACQUISITION — Drive Attention into System
Now and only now focus on lead gen + scale
7. Leverage Content, Outreach & Partner Lists
7. Leverage Content, Outreach & Partner Lists
- Build attention through short-form, long-form, community posts
- Outreach manually or via DMs
- Partner with audience-holders to scale faster
- Turn Leads into Clients Automatically
- Plug all leads into the conversion system (not just a VSL)
- Focus on systems > scripts
- Make it easier to say YES than NO
🔁 Continuation: Retain, Refer, Rave
- Create Post-Sale Systems
- Automated follow-ups, support, community
- Track milestones + gather feedback
- Add upsells or referrals strategically
🔍 Bonus: Scaling Checklist & Prioritization
- Run the Scaling Checklist Assessment
- Diagnose what you’re missing: offer clarity, systems, proof, etc.
- Prioritize turning live what you need next
- Work backwards (clients → sales → marketing)
Would you like this turned into a visual map or step-by-step builder sheet next?